Magnus Financial Group’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Magnus Financial Group’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	357 -2	-0.6%	-$1.34K	0.02%	344
2026 Q1	$222K	Hold	359	–	–	0.02%	347
2025 Q4	$217K	Sell	359 -37	-9%	-$22.1K	0.02%	391
2025 Q3	$236K	Hold	396	–	–	0.02%	366
2025 Q2	$224K	Hold	396	–	–	0.02%	351
2025 Q1	$211K	Buy	396 +38	+11%	+$21.6K	0.02%	342
2024 Q4	$204K	Buy	+358	New	+$210K	0.02%	347
2021 Q1	–	Sell	-15,542	Closed	-$6.53M	–	310
2020 Q4	$6.53M	Hold	15,542	–	–	0.65%	19
2020 Q3	$5.27M	Hold	15,542	–	–	0.61%	18
2020 Q2	$5.04M	Hold	15,542	–	–	0.56%	18
2020 Q1	$4.09M	Sell	15,542 -195	-1%	-$66.1K	0.56%	23
2019 Q4	$5.91M	Sell	15,737 -169	-1%	-$61.1K	0.85%	14
2019 Q3	$5.61M	Hold	15,906	–	–	1.05%	11
2019 Q2	$5.64M	Sell	15,906 -755	-5%	-$264K	1.09%	12
2019 Q1	$5.75M	Sell	16,661 -37	-0.2%	-$12.4K	1.17%	9
2018 Q4	$5.05M	Buy	+16,698	New	+$5.56M	1.34%	10

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Magnus Financial Group's MDY Position: Q2 2026 in Review

Magnus Financial Group reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 0.56% in Q2 2026, selling an estimated $1.34K and leaving 357 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #344.

Magnus Financial Group first reported a position in MDY in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.53M in Q4 2020. 523 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Magnus Financial Group held 357 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $251K as of Q2 2026.
Magnus Financial Group sold 2 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $1.34K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #344 holding.
Magnus Financial Group first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2018 and has held it in 16 quarters since.
Magnus Financial Group's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $6.53M in Q4 2020.
523 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.